RXO Inc. (RXO)vsSaia Inc (SAIA)
RXO
RXO Inc.
$22.32
-1.41%
INDUSTRIALS · Cap: $4.76B
SAIA
Saia Inc
$394.44
-3.79%
INDUSTRIALS · Cap: $11.62B
Smart Verdict
WallStSmart Research — data-driven comparison
RXO Inc. generates 76% more annual revenue ($5.73B vs $3.25B). SAIA leads profitability with a 7.8% profit margin vs -1.8%. SAIA appears more attractively valued with a PEG of 2.19. SAIA earns a higher WallStSmart Score of 46/100 (D+).
RXO
Avoid32
out of 100
Grade: F
SAIA
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$11.57
Current Price
$22.32
$10.75 premium
Intrinsic value data unavailable for SAIA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 0.6%
Earnings declined 93.2%
Expensive relative to growth rate
2.4% revenue growth
0.0% earnings growth
7.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : RXO
The strongest argument for RXO centers on Price/Book.
Bull Case : SAIA
The strongest argument for SAIA centers on Debt/Equity, Altman Z-Score.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SAIA
The primary concerns for SAIA are PEG Ratio, Revenue Growth, EPS Growth. A P/E of 45.9x leaves little room for execution misses.
Key Dynamics to Monitor
RXO profiles as a turnaround stock while SAIA is a value play — different risk/reward profiles.
SAIA carries more volatility with a beta of 2.13 — expect wider price swings.
SAIA is growing revenue faster at 2.4% — sustainability is the question.
SAIA generates stronger free cash flow (74M), providing more financial flexibility.
Bottom Line
SAIA scores higher overall (46/100 vs 32/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
Saia Inc
INDUSTRIALS · TRUCKING · USA
Saia, Inc., is a transportation company in North America. The company is headquartered in Johns Creek, Georgia.
Visit Website →Compare with Other TRUCKING Stocks
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